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Richards, Merrill & Peterson’s Markel Group MKL Stock Holding History

Richards, Merrill & Peterson’s Portfolio MKL Stock Details MKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$5.61K – 364
2025
Q1 		$5.61K Hold
3
– – ﹤0.01% 432
2024
Q4 		$5.18K Buy
+3
New +$4.98K ﹤0.01% 421

Other funds holding MKL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Richards, Merrill & Peterson's MKL Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of Markel Group (MKL) in Q2 2025, closing a stake of 3 shares — an estimated $5.61K sold.

Richards, Merrill & Peterson first reported a position in MKL in Q4 2024 and held it in 2 quarters. The position peaked at $5.61K in Q1 2025. 852 funds tracked by Wall St. Rank hold MKL as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining Markel Group position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 3 Markel Group shares in Q2 2025, an estimated $5.61K.
  • Richards, Merrill & Peterson first reported a position in Markel Group in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's Markel Group position peaked at $5.61K in Q1 2025.
  • 852 funds tracked by Wall St. Rank held Markel Group as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.